FAQs You NEED to Know Before Hiring a Financial Planning Team

from Joe Knows Retirement · host Joe Schmitz Jr.

If you've worked 30 to 40 years, built a pension, and saved $1M+, you're in a rare position, but also a risky one if you choose the wrong advisor. In this video, Joe breaks down the most important questions you MUST ask before trusting a financial advisor. These are the exact questions high-net-worth retirees and Midwestern Millionaires use to avoid costly mistakes. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "Peak Retirement Planning": https://keap.page/bsd964/5-pillars-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/hire-a-financial-planning-firm-questions-to-ask 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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This episode is 23 minutes long.

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This episode was published on May 2, 2026.

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